Emily Roshan

Emily Roshan

 

Biography: Emily Roshan is a third-year student at UCLA majoring in Business Economics with a minor in Accounting. She is from San Diego, California. On campus, Emily works as a Reader/Teaching Assistant for upper-division accounting courses. She is also involved in campus organizations including LeGal at UCLA, Bruin Women in Business, Alpha Lambda Delta and Phi Eta Sigma Honor Societies, American Cancer Society, and Bruin Bites Food Magazine. In her free time, Emily enjoys baking, going to the beach, and spending time with friends and family.

 

Future Plans: This summer, Emily was working at a financial consulting firm and will continue working for them during the year. Through this work experience, Emily has further explored her interests in accounting, finance, and consulting. Upon graduating from UCLA, Emily plans on applying to law school in order to pursue a career in law.

 

What this scholarship means to me? I am grateful to have been selected for the Professor Harry Simons Endowed Undergraduate Scholarship for the Study of Accounting. It is truly an honor to be selected by the Department of Economics and Mr. and Mrs. Shapiro. Along with this scholarship relieving me of financial burdens, it has encouraged me to continue working hard and pursuing my studies and passions. Being recognized for my efforts is extremely motivating and I look forward to giving back to the UCLA community.

Luke Garlick

Luke Garlick

 

Biography: Luke Garlick is a rising junior in the Economics department at UCLA. He is committed to his studies and executive position in the Bruin Capital Management investment club on campus. The past two years have taken him far from home, both physically and metaphorically. Hailing from a small rural town nestled in the redwoods of far Northern California, moving to LA was a rapid change of pace and climate, as well as a step into an unknown but much anticipated future. Growing up in a small, economically disadvantaged community, he didn’t fully realize how little he understood of the world and its possibilities. Moving to LA, and living, studying, and working with a diverse body of students from around the world, often with drastically different life experiences, and experiencing fantastic professors has made Luke realize how big the world is and that he can be part of helping to shape that world.

 

Future Plans: Luke is looking forward to applying for internships and programs throughout this academic year and the following summer. His plans include continuing to love and embrace his economics classes, pursuing a Data Science Engineering minor, and continuing his leadership role with his club. His interest in the economy and its intersection with the investing world will lead Luke throughout his college career and internships into the post-grad world. After graduation and the completion of internships, Luke is hoping to work for companies in the AI/autonomy field and possibly pursuing a future MBA. His ultimate aspirations lie in solving large economic, social, and environmental issues. Issues like how to retool workers for new roles in the A.I. future, how to build and expand our population centers without straining services, and how to build out infrastructure so that vast natural resources like wind and solar energy can be not only harvested but transmitted.

 

What this scholarship means to me? I cannot express enough gratitude for receiving this scholarship. After a hard two years of acclimating to college life, studying, and getting involved in my UCLA community, receiving this scholarship is really exciting, and my family is thrilled and proud. This significant financial contribution will help me continue my academic career, a rewarding but rather expensive endeavor, but one greatly aided not only by the generosity of Mr. Donald Lipschutz’s family and loved ones but also by the fabric of UCLA. This scholarship means much more to me than just helping to pay for school. Studying and stressing for a big test, rushing to finish assignments to not miss out on valuable time with friends and family, and making tough prioritizations are all costs of investing in your academics. These are costs that I do not take lightly and sometimes they feel like a very personal sacrifice for a grade entry in a database. This scholarship helps lighten that load. Instead of feeling regretful for missing out, I feel seen.

Yiyang Sun

Yiyang Sun

 

Biography: Yiyang is a rising junior at UCLA, majoring in Business Economics and Statistics and Data Science. He is an international student from Jinan, China. At UCLA, Yiyang has been keeping a good academic record in all his classes. Beyond classes, Yiyang has a wide range of hobbies and interests that allow him to embrace diverse community engagements. He serves as the vice president of Chinese Bruin Union, and is in charge of its newly-established academics department, where he plans to connect more academic and professional development resources on campus to the Chinese international student community. In the past two years, Yiyang is also a member of the UCLA Esports team, where he plays Hearthstone along with his two other genius teammates in UCLA Blue team. They have together reached octa-finalists in Hearthstone Collegiate Masters in 2022. In summer 2023, Yiyang served as the invited judge of the 2023 Debate and Speech National Championship that took place in Kunshan, China. Yiyang’s hobbies include swimming, playing badminton, and watching movies. He is also particularly interested in cooking recently.

 

Future Plans: Yiyang is currently searching for 2024 summer internship opportunities in accounting or financial advisory. After graduating from UCLA, he is planning to firstly gain some work experience in either financial advisory or statistical consulting to fully utilize his educational background of double-major in Business Economics and Statistics and Data Science. He wishes to gain some hands-on experience and deeper understanding in the world of finance and statistics, and he also plans to take this time to complete the CFA exam. After two to three years of working, he plans to pursue a Master of Finance degree to learn more about quantitative finance, and in the long-run pursue a career in private equity investment or asset management.

 

What this scholarship means to me? I am truly honored to receive the Harold R. Mortenson Endowed Scholarship fund. I would like to firstly express my sincere gratitude to the donors for their benevolent generosity and unwavering belief in my potential. I cannot emphasize more on how important and inspiring this scholarship means to me. As an international student with high tuition fees, this scholarship would undoubtfully help me to alleviate the financial burden that pursing higher education often entails, and allows me to focus more on my personal growth. Beyond the financial support, this scholarship serves as a validation of my academic aspirations and serves as a profound motivator to continually strive for excellence in my studies at UCLA. I would like to thank the donors again for their support.

Nebiyyu Bekele

Nebiyyu Bekele

 

Biography: Nebiyyu Bekele is a dedicated individual with a passion for finance and economics. Originally from Addis Ababa, Ethiopia, Nebiyyu is currently a rising junior pursuing a degree in Business Economics and Statistics with a concentration in Value Investing. His academic journey has ignited a desire to work in the field of finance, particularly in investment banking, where he seeks to harness his analytical skills and market insights to make a meaningful impact. With a long-term goal of transitioning into private equity, Nebiyyu is excited to leverage his education and experiences to contribute to the dynamic world of finance and investment.

 

Future Plans: After graduating from UCLA, Nebiyyu plans to work in investment banking for a span of two years. This initial phase of his career will serve as a strategic move to gain invaluable experience and, equally importantly, accumulate the necessary financial resources to fund his journey to business school. Investment banking offers an ideal platform to hone his financial analysis skills, learn about various industries, and develop a strong foundation in finance. Following his two-year stint in investment banking, Nebiyyu aspires to transition to the buy side of finance, specifically aiming for roles in private equity or hedge funds. These fields align perfectly with his long-term career goals. He is drawn to the dynamic nature of these industries, where strategic investments and financial acumen drive decision-making is prominent. This transition represents the next step in his professional development, where he will apply the knowledge and skills acquired during his time in investment banking to contribute meaningfully to the world of private equity or hedge funds. Ultimately, Nebiyyu sees this path as a stepping stone towards achieving his career aspirations in the financial industry.

 

What this scholarship means to me? Receiving this scholarship is incredibly meaningful to me. It’s a practical boost that will help ease some of the financial stress that comes with pursuing higher education. With rising tuition and living costs, this scholarship will cover essential expenses, like textbooks and part of my tuition, which will allow me to focus more on my studies and less on financial concerns. Moreover, this scholarship serves as a valuable affirmation of my efforts. It tells me that someone out there believes in my potential and is willing to support me on my educational journey. It motivates me to continue working hard and strive for success in my academic pursuits. This scholarship is a practical and motivational aid that will make a significant difference in my education, and I am genuinely appreciative of this opportunity.

Shannon Leo

Shannon Leo

 

Biography: Shannon Leo is a rising senior double majoring in Business Economics and Financial Actuarial Mathematics with a Specialization in Computing. As a very organized and detail-oriented person, she loves playing around with numbers and solving problems through calculations and analytical thinking, and she has always been curious about how the economy works. Committed to exploring her passion for mathematics and intellectual curiosities in the world of business and healthcare, Shannon quickly became drawn to the actuarial field as an empowering and innovative discipline that combines mathematics, statistics, and finance to analyze and minimize the risks and costs of uncertainty. Within UCLA, Shannon is also a member of the College Honors program and has been actively involved in various student organizations, including Bruin Actuarial Society, Volunteer Income Tax Assistance, Alumni Scholars Club, and Club Badminton. Besides focusing on her academic and career endeavors, she enjoys music performance, badminton, skiing, traveling, and DIY crafts.

 

Future Plans: With her mind set on pursuing a career as an actuary, Shannon hopes to continue to expand her actuarial knowledge by taking a full-time position as an actuarial analyst in the healthcare industry, as well as to develop her leadership and technical skills by connecting with the actuarial community, gaining exposure in various actuarial areas of practice, and seizing opportunities to participate in leadership conferences and high-visibility projects. On top of that, she aims to complete the rigorous series of actuarial examinations offered by the Society of Actuaries (SOA) to attain her Associate of the Society of Actuaries (ASA) designation and be well on her way towards acquiring her Fellowship of the Society of Actuaries (FSA) designation. Post-graduation, she also wants to give back to the UCLA community by keeping in touch with various student organizations and participating in volunteering and alumni events.

 

What this scholarship means to me?: I am extremely grateful and honored to be selected as the recipient of the John J. Peterson Scholarship. As a fourth-year undergraduate student and an aspiring actuary, I recognize the financial burden on students and their families in the pursuit of higher education and understand the costs for actuarial science students as they continue along the pathway to becoming a full-fledged actuary. This scholarship will help me, as a full-time college student and part-time worker, reduce my financial costs of education and enable me to devote more time to focus on my studies, extracurricular activities, and career development while allowing me to expand my network of connections with diverse and vibrant groups of accomplished individuals, thus presenting opportunities to engage in leadership, research, and global experiences.

Catherine Chen

Catherine Chen

 

Biography: Catherine is a 3rd-year student majoring in Business Economics at UCLA. Having been involved in community service since high school, she has continued to volunteer for her community through the Volunteer Income Tax Assistance (VITA) organization, which also spurred her interest in tax as a career. This year, she will be serving as one of the co-presidents and looks to expand VITA’s partnership to a larger community within Los Angeles. In addition to volunteering, she also spends her Friday nights rehearsing with the Game Music Ensemble (GME). In her free time, she enjoys reading or playing through endless runs of Hades.

Future Plans: Following the 2023 – 2024 academic year, Catherine will be interning with Deloitte’s tax practice. Upon graduation, she aims to pass her CPA exams and pursue a career in either international tax or in state and local tax.

What this scholarship means to me? I am immensely grateful to have been selected as a recipient for the Donald Lipschutz Scholarship. I would also like to thank Ms. Marugo for continuing this amazing scholarship. The scholarship will help alleviate financial costs and I hope to continue to give back to my community during my time here at UCLA.

Trevor Gadsby

Trevor Gadsby

 

Biography: Trevor Gadsby is majoring in Business Economics with a minor in Accounting and a concentration in the Benjamin Graham Value Investing Program. He is currently a teaching assistant for undergraduate accounting classes at the UCLA Anderson School of Management. Trevor holds numerous leadership positions in clubs at UCLA including the Alumni Scholars Club where he is the Director of Alumni Relations. He is also involved in business clubs, such as Bruin Asset Management. He balances all of this while working as a private equity intern throughout the year. Trevor loves to help others and is an excellent problem solver. In his free time, he loves cooking, paddle boarding, golfing, and attending UCLA sporting events.

 

Future Plans: Trevor has accepted a position as an Investment Banking Summer Analyst following his Junior year. He aims to utilize his business, finance, accounting, and leadership skills in his future career. Trevor also plans to continue his ties to UCLA after he graduates by giving back and supporting future students.

 

What this scholarship means to me? Receiving this prestigious Economics scholarship means so much to me. I am truly thankful, and I appreciate the Donald Lipschutz Scholarship donors and the Department of Economics for recognizing me with this honor. From the amazing UCLA Professors, engaging classes, and these great scholarship opportunities, being a part of UCLA Business Economics has been an amazing experience. Each day I feel encouraged and supported, and I hope to give back to UCLA in scholarships one day.

Aaron Chien

Aaron Chien

 

Biography: Since high school, Aaron has shown an interest in economics. He enjoyed the critical thinking and analysis of business decisions and strategy, how different components of both individual and international businesses interacted and how it was this one big complicated system. The theories he learned gave him a new way of thinking and allowed him to really consider factors that no one ever really did. Although initially deciding on becoming an accountant, he quickly switched aspirations to become an analyst on the business side. To help support that, he chose to minor in Data Science Engineering and to learn more about tech and computer science. His journey in tech and computer science was faced with struggles as he never coded before in his life but after a few classes and YouTube videos on python, R studio, C++, and SQL, he quickly built a portfolio of projects. He applies what he’s learned with Foundations Choreography, a dance organization on campus examining data of members, financial health of the organization, and managing data of audition processes and deliberations. Aaron’s current goal is to further enrich his knowledge in tech by obtaining a master’s in CS and hopefully become a data scientist or engineer.

 

Future Plans: Although initially wanting to become an accountant, Aaron has long since steered away from that career goal as he feels more fulfilled doing analytical work for companies instead. Wishing to pivot into the field of data science and computer science, he has taken courses in C++, R studio, data science, and self-taught himself python, SQL, HTML/CSS, and JavaScript. Currently, his aspirations are to become a data scientist or engineer, working around data and analyzing data to create models predicting trends, analyzing behavior, or discovering new patterns. After undergrad, he intends to be working as an analyst for a company whilst taking courses in computer science at a community college. Hopefully, he will also take the GRE and apply for grad school and obtain a MBA/MCS.

 

What this scholarship means to me? Coming to UCLA, I knew that college would be expensive, and living in LA would be more expensive and realistically, I couldn’t just stay in my apartment, attend class, eat at home and sleep or else the college experience would’ve been one with regrets and misery. I believe that no college experience should solely just be for educational purposes, part of the implicit monetary value in going to college is the unique experiences and people you will meet. Memories are part of the college experience one could say. I am in a very privileged position in which my parents and family are able to fund my entire college journey with the help of some financial aid and grants of course, but I can see how this is creating a toll. Recently, my family accumulated costs as my family down-sized and moved back into our small house in Rowland Heights and needed to pay for renovations. My sister is also starting grad school soon and family members overseas are facing health issues which requires us to send money over there. With me still going to college, I wanted to be able to help my family so I applied for this scholarship. I am forever grateful to receive the Patricia and Harry L Bruce scholarship to help afford my tuition and lessen the burden on my parents. Furthermore, this would help me with my goals as I took this summer to take classes in order to prepare for grad school as I realized towards the end of my junior year I wanted to enrich my skills and knowledge and take my academic and professional career to the next level by obtaining a MBA or a MCS. I realized the opportunity cost of working would’ve given me money to help my parents, but they are so proud of me for wanting to go to grad school and assured me that there is no financial issue with me choosing to go to grad school. This is why I am very thankful to receive this scholarship, It will significantly help me achieve my own goals while simultaneously helping my family.

Anthony Ngo

Anthony Ngo

 

Biography: Anthony Ngo is a second generation Vietnamese American from Orange County. He graduated from Trabuco Hills High School with academic distinction before attending UCLA. He has an academic interest in economics, philosophy, and anthropology. His hobbies include reading, creative writing, and hiking. Anthony takes distinct pride in his heritage and culture. He wishes to carry the legacy of his forebears with honor.

 

Future Plans: Anthony plans on completing his degree in Business Economics before pursuing a career in public accounting. He anticipates graduating by the end of Spring Quarter 2024. He has recently finished an internship at Ernst & Young. His other objectives include pursuing higher education in economics or mathematics and obtaining Certified Public Accountant licensure in the state of California.

 

What this scholarship means to me? The scholarship will help me pay for general cost-of-living expenses in addition to alleviating the general stress of paying for education. I’m sincerely grateful for the opportunity to receive this scholarship. I hope to live up to the moral standards of the generous donors. Given the fact that the donors are private individuals, I wish to express special thanks to Patricia and Harry L. Bruce. I find that this incident echoes a similar event to my family’s past. After the Vietnam War, my father and his family were left destitute under an unfavorable regime. It was only through private American individuals who kindly sponsored my father’s family that he was able to pursue a better life in the United States, which in turn enables my existence to this day. Similarly, I think this scholarship will help me pursue a better future by investing in my education.

 

Haig Simitian

Haig Simitian

 

Biography: Haig Simitian is a fourth-year student at the University of California, Los Angeles, majoring in Business Economics with a minor in Accounting. Born and raised in Glendale, California, Haig enjoys spending his time playing pickleball, going to the gym, and trying new restaurants. His coursework has provided him with a well-rounded breadth of econ knowledge from a variety of subtopics, while each accounting class continued to add additional complexity and intuition to his understanding of fundamental accounting principles and their application in the business world as a whole. During his time at UCLA, he served on the executive boards of the Business-Law and Investing Society, Beta Alpha Psi Accounting Honor Society, the Bruin Stock Group, and the Armenian Pre-Law Student Association.

 

Future Plans: After graduating from UCLA, Haig will start his full-time job at Deloitte in their Business Tax Services practice as a Tax Consultant. He intends to pursue a CPA license within his first year working there. Haig also plans to attend law school in the near future to further his education and enhance his career opportunities.

 

What this scholarship means to me? I am profoundly grateful for the honor of being selected as a recipient of the Gumbiner Savett Inc. Endowed Undergraduate Prize. As I reflect on my journey, I am reminded of the transformative impact education has had on my career goals and aspirations. The generosity of this award will allow me to make further use of the endless learning opportunities at UCLA and is an inspiration to keep working hard to make my career goals come to fruition.